McGrath RentCorp (MGRC)

• Market cap: $2.52B
• 1 day: -0.83%
• 5 days: 3.67%
• 1 month: -4.25%
• 3 months: -14.19%
• 6 months: -9.05%
• Year to date: -3.30%
• 1 year: 0.01%
• 5 years: 95.55%
• 10 years: 222.17%
• Sector: Industrials
• Industry: Rental & Leasing Services

About: McGrath RentCorp is a rental company. It is comprised of four reportable business segments namely Modular building segment (Mobile Modular); Portable storage container segment (Portable Storage); Electronic test equipment segment (TRS-RenTelco); and its classroom manufacturing business selling modular buildings used primarily as classrooms in California (Enviroplex). The company generates its revenues majorily from the rental of its equipment on operating leases with sales of equipment occurring in the normal course of business.

Employees: 1,219

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $2.23B [Q3] → $2.41B (+$180M) [Q4]

1.63% more ownership

Funds ownership: 86.16% [Q3] → 87.78% (+1.63%) [Q4]

1% more funds holding

Funds holding: 231 [Q3] → 233 (+2) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]